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EWA LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EWA LLC’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Buy
+3,999
New +$396K 0.07% 170
2024
Q1 		– Sell
-6,125
Closed -$603K – 148
2023
Q4 		$603K Sell
6,125
-50,461
-89% -$4.8M 0.29% 35
2023
Q3 		$5.32M Buy
56,586
+5,792
+11% +$558K 3.44% 11
2023
Q2 		$4.98M Buy
50,794
+2,936
+6% +$290K 3.41% 10
2023
Q1 		$4.76M Buy
+47,858
New +$4.73M 3.54% 10

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EWA LLC's AGG Position: Q2 2026 in Review

EWA LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,999 shares worth $396K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings. This is a return to the name: EWA LLC previously reported a position in AGG as recently as Q4 2023.

EWA LLC first reported a position in AGG in Q1 2023 and has held it in 5 quarters since. The position peaked at $5.32M in Q3 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • EWA LLC held 3,999 shares of iShares Core US Aggregate Bond ETF worth $396K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new EWA LLC position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.07% of EWA LLC's portfolio in Q2 2026, its #170 holding.
  • EWA LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • EWA LLC's iShares Core US Aggregate Bond ETF position peaked at $5.32M in Q3 2023.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.